MILESTONE ADVISORY PARTNERS, LLC

Adviser information for MILESTONE ADVISORY PARTNERS, LLC last updated from Form ADV on February 7th, 2023. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization	Limited Liability Company
Fiscal Year End	DECEMBER
Legal Location	North Carolina, United States

Employees

Total Number of Employees	4
Investment Advisory/Research	3
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	3
Licensed Agents of an Insurance Company	0
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	559	$253.7M
Non-Discretionary	63	$9.5M
Total	622	$263.2M

Clients

Type	Number	RAUM
Individuals	558	$120.4M
HNW Individuals	61	$138.6M
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	<5	$4.2M
Charitable organizations	0	$0
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	0	$0
Other	0	$0

Type	Number
No. of Non-RAUM Clients	0
No. of Non-U.S. Clients	0

Services

Advisory Services	Portfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting services
Compensation	% of AUM

Wrap Fee Program

Offers Wrap Fee Program	Yes

Acting As	RAUM
Sponsor	0
Portfolio Manager	0
Both for Same	253.7M

Portfolio Manager to Program	Sponsor
MILESTONE WRAP PROGRAM	MILESTONE ADVISORY PARTNERS, LLC

Identifiers

SEC RIA File Number	801-106642
SEC ERA File Number	801-106642
SEC CIK Numbers	1819679
SEC CRD Numbers	277120
Legal Entity Identifier	None

Principal Office

103 BRADFORD VILLAGE COURT
SOUTHERN PINES
NC
United States

Monday - Friday, 8:00AM - 5:00PM

Tel: 910-691-6100, Fax: None

Websites

www.milestoneadvisorypartners.com

Chief Compliance Officer

WINFRED "CHIP" HASTY

103 BRADFORD VILLAGE COURT

SOUTHERN PINES

United States

Tel: 910-528-5797

C***@****************M

(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name	Type	Assets $USD	Min Investment $USD	No. Owners

None

Control Persons

Name	Type	Entity	Title	Since	Ownership
HASTY, WINFRED, NORMAN	Individual	–	MANAGING MEMBER / CHIEF COMPLIANCE OFFICER	10/2015	25-50%
KOBER, JOHN, MORSE	Individual	–	MANAGING MEMBER	10/2015	25-50%
ZASTROW, MARY, KAY	Individual	–	MANAGING MEMBER	10/2015	25-50%
WHITE, TERESA, ZAHRAN	Individual	–	MANAGING MEMBER	10/2015	5-10%

No. Employees, Historic

RAUM, Historic

No. Clients, Historic

Holdings

From latest 13F, filed November 8th, 2023 for period ending September 30th, 2023

Name	Class	Value $USD	# Shares	Private Fund
ABBVIE INC	COM	209K	1K	–
ALPHABET INC	CAP STK CL A	267K	2K	–
ALPHABET INC	CAP STK CL C	229K	2K	–
ALPS ETF TR	ALERIAN MLP	254K	6K	–
APPLE INC	COM	3M	15K	–
BERKSHIRE HATHAWAY INC DEL	CL A	1M	2	–
DUKE ENERGY CORP NEW	COM NEW	351K	4K	–
EXXON MOBIL CORP	COM	249K	2K	–
FACTSET RESH SYS INC	COM	328K	750	–
FIRST BANCORP N C	COM	454K	16K	–
FIRST TR EXCH TRADED FD III	MANAGD MUN ETF	520K	11K	–
FIRST TR EXCHANGE TRADED FD	TECH ALPHADEX	634K	6K	–
FIRST TR EXCHANGE TRADED FD	UTILITIES ALPH	437K	15K	–
FIRST TR EXCHANGE-TRADED FD	DJ INTERNT IDX	882K	6K	–
FIRST TR EXCHANGE-TRADED FD	NAS CLNEDG GREEN	774K	18K	–
FIRST TR EXCHANGE-TRADED FD	NY ARCA BIOTECH	285K	2K	–
FIRST TR EXCHANGE-TRADED FD	NASD TECH DIV	6M	106K	–
FIRST TR NASDAQ 100 TECH IND	SHS	667K	5K	–
GILEAD SCIENCES INC	COM	355K	5K	–
GLOBAL X FDS	NASDAQ 100 COVER	870K	52K	–
INVESCO EXCH TRADED FD TR II	PFD ETF	302K	28K	–
INVESCO EXCH TRADED FD TR II	S&P500 LOW VOL	5M	93K	–
INVESCO EXCHANGE TRADED FD T	S&P500 EQL UTL	4M	88K	–
INVESCO EXCHANGE TRADED FD T	DORSEY WRIGHT MO	2M	31K	–
INVESCO EXCHANGE TRADED FD T	S&P500 EQL TEC	1M	42K	–
INVESCO EXCHANGE TRADED FD T	S&P500 EQL MAT	801K	26K	–
INVESCO EXCHANGE TRADED FD T	S&P500 EQL IND	3M	89K	–
INVESCO EXCHANGE TRADED FD T	S&P500 EQL FIN	804K	16K	–
INVESCO EXCHANGE TRADED FD T	S&P500 EQL DIS	2M	43K	–
INVESCO EXCHANGE TRADED FD T	NEXT GEN CONNECT	248K	3K	–
ISHARES TR	U.S. INSRNCE ETF	342K	4K	–
ISHARES TR	U.S. BAS MTL ETF	3M	25K	–
ISHARES TR	CORE S&P SCP ETF	319K	3K	–
ISHARES TR	CORE S&P TTL STK	3M	28K	–
ISHARES TR	IBOXX INV CP ETF	651K	6K	–
ISHARES TR	JPX NIKKEI 400	2M	37K	–
ISHARES TR	U.S. MED DVC ETF	2M	33K	–
ISHARES TR	MSCI USA MIN VOL	3M	36K	–
ISHARES TR	EXPND TEC SC ETF	3M	7K	–
ISHARES TR	ISHARES SEMICDTR	1M	2K	–
ISHARES TR	US OIL EQ&SV ETF	449K	19K	–
ISHARES TR	RUSSELL 2000 ETF	216K	1K	–
ISHARES TR	NORTH AMERN NAT	1M	26K	–
ISHARES TR	EXPANDED TECH	3M	9K	–
JOHNSON & JOHNSON	COM	405K	3K	–
JPMORGAN CHASE & CO	COM	355K	2K	–
MARSH & MCLENNAN COS INC	COM	224K	1K	–
MASTERCARD INCORPORATED	CL A	499K	1K	–
MCDONALDS CORP	COM	211K	800	–
MICROSOFT CORP	COM	326K	1K	–
ORACLE CORP	COM	201K	2K	–
PEPSICO INC	COM	220K	1K	–
ROCKWELL AUTOMATION INC	COM	314K	1K	–
SCHWAB STRATEGIC TR	US DIVIDEND EQ	17M	239K	–
SELECT SECTOR SPDR TR	SBI INT-UTILS	3M	48K	–
SELECT SECTOR SPDR TR	FINANCIAL	3M	83K	–
SELECT SECTOR SPDR TR	ENERGY	4M	45K	–
SOUTHERN CO	COM	221K	3K	–
SPDR SER TR	S&P OILGAS EXP	821K	6K	–
VANECK ETF TRUST	INTRMDT MUNI ETF	239K	5K	–
VANGUARD ADMIRAL FDS INC	SMLCP 600 GRTH	315K	3K	–
VANGUARD BD INDEX FDS	TOTAL BND MRKT	316K	5K	–
VANGUARD INDEX FDS	GROWTH ETF	7M	24K	–
VANGUARD INTL EQUITY INDEX F	FTSE EUROPE ETF	233K	4K	–
VANGUARD WELLINGTON FD	US VALUE FACTR	7M	71K	–
VANGUARD WELLINGTON FD	US MINIMUM	4M	41K	–
VANGUARD WHITEHALL FDS	HIGH DIV YLD	3M	31K	–
VANGUARD WORLD FDS	ENERGY ETF	262K	2K	–
VANGUARD WORLD FDS	CONSUM STP ETF	7M	38K	–
VISA INC	COM CL A	348K	2K	–